Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Freshsales
Trigger: Watch New Accounts
Twilio
Action: Select an action
1. Select a trigger
  • Checks if new account was created.

  • Checks if new appointment was created.

  • Checks if new contact was created.

  • Checks if new deal was created.

  • Triggers when a webhook event occurs in a Freshsales Workflow.

  • Checks if new lead was created.

  • Checks if new sales activity was created.

  • Check if new task was created.

2. Select an action
  • Calls a specified phone number and executes specified instructions.

  • Sends a message.

  • Creates a new execution.

  • Deletes a call record from your account.

  • Deletes a message record from your account.

  • Deletes a selected execution.

  • Downloads a media resource from the message.

  • Downloads a recording media file.

  • Returns call resource of an individual call.

  • Returns details of a message.

  • Returns details of selected execution.

  • Returns details of selected line type of a phone number.

  • Performs an arbitrary authorized API call.

  • Performs an arbitrary authorized API call.

  • Performs an arbitrary authorized API call.

  • An active Execution can be updated to ended using the REST API. Once ended, subsequent widgets in the Flow are not processed, and any new events that Studio receives for that Execution are rejected.

Select a trigger and an action

Create workflow (opens in a new tab)